SMSF documents, CPD education and AI —
built for SMSF specialists.
Compliant SMSF documents, accredited SMSF CPD and courses, and Smartie AI, our SMSF AI agent — everything you need to serve clients with confidence, from an award-winning SMSF education provider.
Meet Smartie AI — the SMSF AI agent that answers technical questions, right now.
Smartie AI is an SMSF AI agent that gives practitioners instant, trusted answers to complex technical questions — grounded in Smarter SMSF's curated expertise, not the open internet, and available 24/7.
Six specialist SMSF agents, one Smartie Squad
Dedicated agents for Contributions, Pensions & Benefit Payments, Investment Rules, Trusteeship & Membership, Estate Planning and Fund Taxation — plus a Playbook of 120+ expert prompts.
Grounded answers, built-in guardrails
Answers draw on Smarter SMSF's curated content, with escalation to our specialist team when Smartie can't answer confidently.
Available 24/7
Get across an issue right before a client meeting — no waiting days for a reply.
SMSF documents — create docs a smarter way.
Create from 80+ SMSF legal, pension and compliance documents, built and maintained by SMSF specialists — so you save time and money while staying compliant with current tax and super law.
- Subscriptions from $220 + GST p/m for 25 documents a year, up to CreatePlus+ for larger teams
- No subscription? Pay-as-you-go for the document you need today
- Integrates with BGL, Class Super and SuperMate
SMSF CPD and education — be smarter than the average.
As an accredited educator with the SMSF Association and the 2026 SMSF Adviser Training & Education Provider of the Year, we deliver structured SMSF CPD through on-demand courses, live webinars and events.
- 25+ CPD hours per annum across our on-demand training library
- Quarterly Changing Face of SMSF briefing plus regular live webinars
- CPD Regular for individuals, CPD Business for teams
SMSF documents and education for every SMSF professional
Trusted nationwide by accountants, financial advisers, legal practices, SMSF administrators and dealer groups.
“As a member, I love that we have access to what is going on with super legislation via webinar updates and the ability to watch these at anytime via the Smarter SMSF platform. It allows us to keep up-to-date and take advantage of opportunities with our clients in a timely fashion.”
“As a small firm it is great having access to training, documents and support and when needed to deliver a high level of service to our clients. The response time is incredible and the BGL integration to create these documents for our clients is invaluable, saving us significant time.”
“I get great value from my membership. Aaron is always willing to assist with technical queries and keeps us updated with the latest strategies and industry developments on SMSF with his regular webinar training.”
Among our clients
Trusted by accounting, advisory, audit and administration firms across Australia.
Latest SMSF news and updates
Keep up to date with what's happening in the SMSF industry.
So, what's your next smart move?
At Smarter SMSF, we combine specialisation, technology and process to deliver excellence in SMSF education, documents and AI — so you can enable better retirement outcomes for your clients.
